Implementation Account Manager
New
United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 0–1+ years
- Required Skills
- Project ManagementData AnalysisMicrosoft ExcelProblem SolvingCustomer serviceMicrosoft OfficeAccount ManagementPowerPoint
Requirements
- 0–1+ years of experience in customer service, account management, implementation, or a related client-facing role.
- College degree preferred, or equivalent experience in a relevant industry such as employee benefits or service operations.
- Strong organizational and project management skills with the ability to manage multiple deadlines simultaneously.
- Excellent written and verbal communication skills, with the ability to present information clearly and confidently.
- Proficiency in Microsoft Office tools, including Word, Excel, and PowerPoint.
- Strong problem-solving, critical thinking, and analytical abilities.
- Ability to work independently while also collaborating effectively in a team environment.
- High attention to detail, accuracy, and confidentiality when handling sensitive client data.
- Adaptability and resilience in a fast-paced, results-driven environment.
- Customer-focused mindset with strong relationship-building and negotiation skills.
Responsibilities
- Lead the onboarding and implementation process for new employer clients, ensuring accurate setup of legal plan and identity protection benefit programs.
- Develop detailed implementation plans, timelines, and project documentation to guide successful execution.
- Coordinate internal and external stakeholders to ensure alignment on deliverables, milestones, and communication strategies.
- Partner with clients to support employee communication planning and ensure successful program adoption.
- Review enrollment data, billing information, and account reports to ensure accuracy and resolve discrepancies.
- Serve as the primary point of contact for client and broker inquiries related to group accounts and implementation activities.
- Conduct regular status updates and progress reporting using structured project management tools.
- Support internal teams with issue resolution, operational inquiries, and account maintenance needs.
- Participate in client meetings, presentations, and sales support activities when required.
- Ensure high levels of customer satisfaction through proactive communication, problem-solving, and service excellence.
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